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Financial Advisor Trainee Jobs in Summit, NJ (NOW HIRING)

Ameriprise Financial

Financial Advisor

New York, NY

$55K - $66K/yr

As a Financial Advisor with Ameriprise, you'll help shape your clients' financial futures for each stage in their lives. It's a tremendous responsibility, but you won't go it alone. Thrive in a ...

Ameriprise Financial

Financial Advisor

New York, NY · On-site

$55K - $66K/yr

As a Financial Advisor with Ameriprise, you'll help shape your clients' financial futures for each stage in their lives. It's a tremendous responsibility, but you won't go it alone. Thrive in a ...

Northwestern Mutual

Financial Advisor

Jersey City, NJ · On-site

$137K - $250K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...

Northwestern Mutual

Financial Advisor

Florham Park, NJ

$137K - $250K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...

Northwestern Mutual

Financial Advisor

Florham Park, NJ · On-site

$61K - $250K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...

Northwestern Mutual

Financial Advisor

Florham Park, NJ

$137K - $250K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...

Northwestern Mutual

Financial Advisor

Bedminster, NJ

$137K - $250K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...

Northwestern Mutual

Financial Advisor

Paramus, NJ · On-site

$137K - $250K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...

Northwestern Mutual

Financial Advisor

Bedminster, NJ · On-site

$61K - $250K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...

Northwestern Mutual

Financial Advisor

Florham Park, NJ · On-site

$137K - $250K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...

Northwestern Mutual

Financial Advisor

Florham Park, NJ · On-site

$61K - $250K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...

Northwestern Mutual

Financial Advisor

Manhattan, NY · On-site

$137K - $250K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...

Northwestern Mutual

Financial Advisor

Jersey City, NJ · On-site

$61K - $250K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...

Northwestern Mutual

Financial Advisor

Florham Park, NJ · On-site

$137K - $250K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...

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All JobsFinancial Advisor JobsFinancial Advisor Trainee JobsFinancial Advisor Trainee Jobs in Summit, NJ

Financial Advisor Trainee information

See Summit, NJ salary details

$33.5K

$51.5K

$73.8K

How much do financial advisor trainee jobs pay per year?

As of Aug 14, 2026, the average yearly pay for financial advisor trainee in Summit, NJ is $51,464.00, according to ZipRecruiter salary data. Most workers in this role earn between $45,200.00 and $55,300.00 per year, depending on experience, location, and employer.

What is the difference between Financial Advisor Trainee vs Financial Advisor?

AspectFinancial Advisor TraineeFinancial Advisor
CertificationsTypically required to pursue certifications like CFP or Series 7Often holds certifications such as CFP, Series 7, or Series 65
Work EnvironmentEntry-level, training-focused roles often in financial firms or banksClient-facing, providing financial planning and investment advice
Job ResponsibilitiesLearning and assisting with client portfolios, gaining experienceManaging client portfolios, offering financial advice, and planning

The main difference is that a Financial Advisor Trainee is an entry-level role focused on training and gaining experience, while a Financial Advisor is a fully qualified professional providing financial planning and investment advice to clients.

What is a financial advisor trainee?

A financial advisor trainee is an entry-level employee in a financial services company. The position is similar to an apprenticeship; the trainee works under the supervision of a financial advisor to learn how to determine the client’s needs and objectives for their investments. As a financial advisor trainee, you also cultivate your own client relationships and eventually transition to become a full-time financial advisor. Though you can perform your duties without direct supervision, most companies require you to follow strict guidelines and report to a supervisor during your training period. Financial advisor trainees typically earn a base salary, commission on sales, and performance bonuses.

What is a financial advisor trainee?

A Financial Advisor Trainee is an entry-level professional who is training to become a licensed financial advisor. They typically work under the supervision of experienced advisors to learn about financial planning, investment strategies, and client relationship management. Trainees often assist with research, prepare reports, and help develop financial plans while studying for required licensing exams. This role serves as a stepping stone to becoming a full-fledged financial advisor, equipping individuals with the knowledge and skills needed for the profession.

How much do financial advisor trainees earn?

Financial advisor trainees typically earn between $40,000 and $60,000 annually, with compensation often including base salary plus commissions or bonuses based on client sales. Entry-level positions may start lower, but earnings can increase with experience, certifications, and client acquisition skills.

What are the typical challenges faced by a financial advisor trainee during the first year on the job?

As a Financial Advisor Trainee, one of the primary challenges in the first year is building a client base from the ground up, which often involves extensive networking and outreach. Additionally, trainees must quickly learn to balance studying for licensing exams with hands-on client interactions and administrative tasks. Many also find it challenging to adapt to a commission-based or performance-driven compensation structure, which requires strong self-motivation. Support from mentors and ongoing training programs can help new advisors develop the skills and confidence needed to succeed.

What are the key skills and qualifications needed to thrive as a financial advisor trainee?

To thrive as a Financial Advisor Trainee, you need a solid understanding of finance principles, analytical skills, and at least a bachelor's degree in finance, business, or a related field. Familiarity with financial planning software, CRM platforms, and progress toward industry certifications like the Series 7 or Series 66 is typical. Strong interpersonal skills, active listening, and the ability to build trust help trainees excel in client-facing situations. These skills are crucial for providing sound financial advice, building client relationships, and achieving long-term success in a competitive industry.
More about Financial Advisor Trainee jobs

What are the most commonly searched types of Financial Advisor jobs in Summit, NJ?

The most popular types of Financial Advisor jobs in Summit, NJ are:

What are popular job titles related to Financial Advisor Trainee jobs in Summit, NJ?

For Financial Advisor Trainee jobs in Summit, NJ, the most frequently searched job titles are:

What cities near Summit, NJ are hiring for Financial Advisor Trainee jobs?

Cities near Summit, NJ with the most Financial Advisor Trainee job openings:

Financial Advisor Trainee jobs near you
Infographic showing various Financial Advisor Trainee job openings in Summit, NJ as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 14% Part Time, 1% Temporary, and 3% Contract. Highlights an 89% Physical, 2% Hybrid, and 9% Remote job distribution, with an average salary of $51,464 per year, or $24.7 per hour.

Financial Advisor

Ameriprise Financial

New York, NY

$55K - $66K/yr

Full-time

Re-posted 11 days ago

Ameriprise rating

7.7

Company rating: 7.7 out of 10

Based on 130 frontline employees who took The Breakroom Quiz

106th of 150 rated financial services

Job description

Are you looking to advance your career in a role with meaningful work? Do you want the stability of an industry-leading organization with entrepreneurial freedom to advance based on your personal results? As a Financial Advisor with Ameriprise, you'll help shape your clients' financial futures for each stage in their lives. It's a tremendous responsibility, but you won't go it alone. Thrive in a respectful, supportive environment that encourages you to perform at your peak!
We offer a competitive base salary plus uncapped monthly bonus opportunities and a full employee benefits package to support your wellbeing. You'll have access to extensive, in-person training taught by local leaders who will coach and develop you over three years to build a book of business and embark on a long-term career as an Ameriprise Financial advisor. We will provide tools and support to help you obtain your required licenses/credentials, and we'll cover your licensing and training costs. We recognize your achievements and understand that work is one of the many important aspects in your life. While maintaining respect for that life balance, we help you advance your career and reach your goals.

Key Responsibilities

Attend and engage in coaching and training led by the leadership team and established advisors.
Generate client prospects by attending local tradeshows and events, hosting seminars, joining networking groups, utilizing online marketing venues, and asking for referrals.
Develop and execute a marketing plan to attract and engage target audiences that will attract client prospects to build your practice.
Schedule and conduct financial planning and advice meetings with clients and client prospects.
Build deep, meaningful relationships with clients and develop a service model to provide solutions that support their financial goals.
Achieve or exceed program standards; receive additional compensation opportunities and recognition tied to your results.
Build a book of business as a stand-alone Ameriprise Financial advisor.
If desired, explore teaming opportunities with seasoned financial advisors as you achieve program standards and advance in your training curriculum.
Follow high standards of business and professional ethics and legal and regulatory requirements when serving clients and prospects and performing all work-related activities.

Required Qualifications

3+ years of work experience with a proven track record of success.
Have a network of personal and professional contacts within the local area that you may engage for referrals.
Showcase a background in building strong relationships and delivering superior client service.
Cannot have been a financial advisor soliciting securities-based business or have a securities-based book of clients in the past 8-10 years.
Legally authorized to work in the U.S. and does not now or in the future require sponsorship for visa status.
Ability to obtain required licenses within 150 days of hire:

o FINRA Series 7 (Obtaining the Series 7 may include passing the Securities Industry Essentials exam plus the Series 7 top-off exam)
o State Securities (Series 63 or Series 66)
o State IAR (Series 65 or Series 66)
o State Life, Health Insurance and Variable Products lines

Preferred Qualifications

Four-year college degree, or equivalent
Demonstrate an entrepreneurial spirit and a desire to succeed in a goal-oriented environment.
Willingness and desire to be part of a coaching relationship and peer learning environment.
Proven track record of continued success in all industries and careers including, but not limited to: Accountants Attorneys Bankers CERTIFIED FINANCIAL PLANNER professionals* Community leaders Consultants Entrepreneurs Fundraisers Insurance agents Military personnel Professional athletes Real estate agents and developers Risk managers Sales and marketing professionals Teachers and educators

About Our Company
We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.

Base Pay Salary

$55,250 - $66,300

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.

Full-Time/Part-Time

Full time

Exempt/Non-Exempt

Non-Exempt

Job Family Group

Sales

Line of Business

AAG Ameriprise Advisor Group

What Ameriprise employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Ameriprise logo

About Ameriprise

Sourced by ZipRecruiter

At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.

Industry

Funds, trusts and financial programs

Company size

5,001 - 10,000 Employees

Headquarters location

Minneapolis, MN, US

Year founded

1894

Social media

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